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Fiduciary Planning’s ExxonMobil XOM Stock Holding History

Fiduciary Planning’s Portfolio XOM Stock Details XOM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$1.27M Buy
7,458
+3
+0% +$438 0.38% 31
2025
Q4 		$897K Buy
7,455
+22
+0.3% +$2.55K 0.27% 39
2025
Q3 		$838K Buy
7,433
+758
+11% +$84.3K 0.26% 43
2025
Q2 		$720K Sell
6,675
-13
-0.2% -$1.39K 0.24% 44
2025
Q1 		$795K Buy
6,688
+1
+0% +$111 0.26% 42
2024
Q4 		$719K Sell
6,687
-151
-2% -$17.7K 0.23% 44
2024
Q3 		$802K Buy
6,838
+159
+2% +$18.4K 0.27% 37
2024
Q2 		$769K Buy
6,679
+4
+0.1% +$466 0.28% 37
2024
Q1 		$776K Buy
6,675
+4
+0.1% +$419 0.29% 33
2023
Q4 		$667K Hold
6,671
– – 0.28% 32
2023
Q3 		$784K Buy
6,671
+358
+6% +$39.3K 0.37% 40
2023
Q2 		$677K Hold
6,313
– – 0.31% 32
2023
Q1 		$692K Buy
6,313
+1
+0% +$111 0.33% 31
2022
Q4 		$696K Buy
6,312
+1
+0% +$107 0.34% 31
2022
Q3 		$551K Sell
6,311
-34
-0.5% -$3.1K 0.28% 29
2022
Q2 		$543K Sell
6,345
-12
-0.2% -$1.08K 0.27% 31
2022
Q1 		$525K Buy
6,357
+1
+0% +$78 0.29% 30
2021
Q4 		$389K Sell
6,356
-167
-3% -$10.4K 0.22% 41
2021
Q3 		$384K Buy
6,523
+178
+3% +$10.1K 0.2% 53
2021
Q2 		$400K Sell
6,345
-2
-0% -$119 0.35% 53
2021
Q1 		$354K Buy
6,347
+1
+0% +$52 0.53% 32
2020
Q4 		$262K Sell
6,346
-13,998
-69% -$525K 0.37% 47
2020
Q3 		$698K Buy
20,344
+4,066
+25% +$166K 1.15% 30
2020
Q2 		$685K Buy
+16,278
New +$730K 1.51% 27
2020
Q1 		– Sell
-3,369
Closed -$218K – 77
2019
Q4 		$218K Buy
+3,369
New +$233K 0.2% 57

Other funds holding XOM

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Fiduciary Planning's XOM Position: Q1 2026 in Review

Fiduciary Planning increased its ExxonMobil (XOM) stake by 0.04% in Q1 2026, buying an estimated $438 and bringing the position to 7,458 shares worth $1.27M. The position accounts for 0.38% of the portfolio, ranked #31.

Fiduciary Planning first reported a position in XOM in Q4 2019 and has held it in 25 quarters since. 4,766 funds tracked by Wall St. Rank hold XOM as of Q1 2026.

  • Fiduciary Planning held 7,458 shares of ExxonMobil worth $1.27M as of Q1 2026.
  • Fiduciary Planning bought 3 ExxonMobil shares in Q1 2026, an estimated $438.
  • ExxonMobil made up 0.38% of Fiduciary Planning's portfolio in Q1 2026, its #31 holding.
  • Fiduciary Planning first reported a position in ExxonMobil in Q4 2019 and has held it in 25 quarters since.
  • 4,766 funds tracked by Wall St. Rank held ExxonMobil as of Q1 2026.

Based on Fiduciary Planning's 13F filing for Q1 2026, filed 27 Apr 2026.